See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,840 | $96,305-14.0% | $80,569+2.8% | $139,434-40.6% |
| Participation rate | 94.7% | 73.6%+21.1pp | 67.0%+27.7pp | 80.3%+14.4pp |
| Annual return | 16.92% | 1350.08%-1333.2pp | 935.43%-918.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,768 | $3,262+46.2% | $2,723+75.1% | $4,751+0.4% |
| Participant deferral / active EE | $8,794 | $5,232+68.1% | $4,447+97.7% | $6,710+31.1% |
| Admin fee / account holder | $8,254 | $6,599+25.1% | $5,377+53.5% | $11,403-27.6% |